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Last week we caught a 100x 🙊

Hello Everyone,

If you signed up for a 7-day trial subscription to NWF Weekly Report last week then you’d be up about 100x. That’s because last week we called an MPL-404 token in the paywalled Degen Den section of the Substack that went from $1.9 million in market cap, all the way up to $100 mil. They’ve had a 60% drawdown since then and the team is still building, so if you haven’t already, make sure to subscribe and get a week of free access to lock in all that juicy alpha. There’s more where that came from, trust me.

It’s been a tumultuous week in crypto and the broader macro environment, so buckle up because this issue is action-packed!

Let’s get it.

Elections Matter. Results Matter Less.

It has been an already tumultuous presidential election campaign season. We’ve seen one debate end a lifelong politician’s career. We have seen the nephew of JFK attempt to turn politics on its head in hopes of an “America that once was, yet still may be.” We’ve seen a candidate become a felon while he was running, and literally none of his supporters care. America’s elections are getting wilder and wilder.

But what if I told you, that it doesn’t matter who wins our Presidential election in the United States? Would you believe me? Probably not.

In America, we are pushed to one side or the other within a polarized system. You can check out Ray Dalio’s video, “Changing World Order” by clicking the link. This is a video that explains SO MUCH & is a MUST WATCH if you would like to understand finance, history, politics, time, & repeating cycles. This is how you can break free from the system. You must understand it to beat it. Why do you think NFL & College Football coaches spend sooooo much time watching game films? You must study your opponent to find things you can take advantage of.

Whichever side you are pushed to determines your vote in a two party system. So everyone is pushed through media rhetoric, tragic events, & financial struggles toward either capitalism or communism, right or left, conservative or liberal, republican or democrat, uses pronouns or refuses to use pronouns, etc etc.

What does this mean for our elections?

It means that they are designed for parity. They are designed to achieve about a 50/50 election with one party barely winning in almost all elections in the last 50 years with rare exception. Only a few times in the last 50 years has a president garnered much more than 50% of the vote. If one party were to start running away with the elections then we would basically have a one party system and that leads to revolution. A two party system keeps citizens in check without making them feel helpless.

With such close elections, this makes it much easier for the people at the top to control America & its citizens. It’s easier to slightly push the country one way instead of using a violent jolt. 

Elections matter. Results matter much less. The reason for this is public sentiment. You see, elections help push narratives… many times changing narratives. Right now, we are moving back towards a worldwide sentiment of “Law & Order”. Things have gone too far & the government needs to intervene by adding regulations to make everyone safer! This of course is said tongue in cheek. Regulations are ALWAYS bad. This means the government is stepping in to make life more difficult for whatever group of people the regulations affect.

Many Donald Trump fans feel he is immune to losing this election. While you can’t take ANY polling number seriously - they are all completely fake - you can pay attention to the way the media delivers polling numbers. It is always done in a way to help one party and help the other. Throughout elections, media will sometimes temporarily change their allegiance to a different candidate in order to balance the numbers out. So there will be times “Kamala is going to win” will be plastered all over liberal news outlets while other times suggesting “Kamala can’t win & needs to be replaced”. Strange isn’t it?

Public sentiment is everything. This is why it doesn’t really matter who wins this election. It will not change much: Bitcoin & crypto are still going to have a bull run. Law & order is already the worldwide public sentiment. CBDCs, tokenization, & Digital IDs are all still coming. The winner will not change those things.

However, if Kamala were to win, think about what a tough road she would have to sled being an ultra liberal in a world where Putin & Xi are taking over with BRICS? A world where Marine Le Pen has now positioned her party to defeat Macron & the divided factions on the political left. Canada is actually moving more conservative. The BREXIT party in the UK is back and winning seats. You see, if Kamala won, we would be in the minority. A left controlled state. And the misery of the next 4 years would probably push even more to the right for an easier election next time for Republicans. Of course, that is if Donald Trump loses. And while we cannot discount the fact that he could lose, I do believe that most likely he will win. I put the odds at 75% myself.

Remember though, it is more important to pay attention to the type of public sentiment the media is painting for the elections & you will gain much more insight than looking at poll numbers.

-The BitBoy

ESG Sector Suffers Major Setbacks

BlackRock was in the news this week because it has been slowly rolling back its ESG support over the past year. 

The move caused a ton of controversy because billions of dollars were invested in the sector over the past several years, with many investors following big firms like BlackRock that were dominating the market. The narrative around this in the mainstream media  is that this is a culture war issue. Republicans in some states have filed cease and desist orders against BlackRock over their ESG offerings, and there has been a lot of talk that BlackRock is backing away from ESG because of all the political drama. 

However, this narrative has only developed because most people are ignorant of these markets. These culture war politics and the wedge issues that keep the masses distracted are not the concern of the big players, they are there to keep the attention away from the money and the moves that are happening. 

So what’s the real story? Carbon markets got rekt last year, facing a crisis that was more existential for the sector than the collapse of FTX was to crypto. One of the most popular classifications of carbon credits, called REDD+, were exposed as 90% worthless, completely tanking the market and sending shockwaves across the sector. There was a contagion problem as well, because all of the big intermediaries that were responsible for rating and verifying the credits were implicated, which brought the entire market into question. Massive layouts happened in the ESG space throughout last year and VCs are very bearish now. This doesn’t mean that carbon markets and ESG are entirely dead, but they are in a major bear market right now and there are a lot of changes happening to the industry. 

It will now be a few years before the market recovers, so it makes perfect sense that BlackRock is slowing down their investments. It’s also important to note that this is the voluntary carbon market that is suffering this fate, which is much different and much more benign than the mandatory ESG crediting systems that are similar to social credit scores, unfortunately, these schemes are still being advanced and are not heavily impacted by the bear market, though they might be slowed down a bit. 

There is no word about this in the media though, everything is about the culture war narrative, which is just the trendy topic that they like to slap on everything these days. These big money institutions are not concerned with these matters, so when you see these simplified explanations in the media, always take a deeper look at why the money is moving behind the scenes. This is just one small example, but it happens frequently in the mainstream media. It is used to explain away many situations when there is much more going on.

Airdrop Campaign Pushes Solana Game Into Epic GameStore Rankings

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Update on Last Week’s 100X! $POX